West Branch Capital
GS icon

West Branch Capital’s Goldman Sachs GS Stock Holding History

West Branch Capital’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.43M Buy
1,593
+170
+12% +$174K 0.32% 44
2026
Q2 		$1.44M Buy
1,423
+128
+10% +$125K 0.33% 42
2026
Q1 		$1.1M Buy
1,295
+479
+59% +$427K 0.29% 48
2025
Q4 		$717K Sell
816
-139
-15% -$113K 0.18% 51
2025
Q3 		$761K Buy
955
+881
+1,191% +$653K 0.2% 52
2025
Q2 		$52.4K Hold
74
– – 0.02% 140
2025
Q1 		$40.4K Buy
74
+13
+21% +$7.82K 0.01% 164
2024
Q4 		$34.9K Hold
61
– – 0.01% 178
2024
Q3 		$30.2K Buy
+61
New +$29.8K 0.01% 193
2023
Q3 		– Sell
-39
Closed -$12.4K – 446
2023
Q2 		$12.4K Hold
39
– – 0.01% 266
2023
Q1 		$12.6K Hold
39
– – 0.01% 269
2022
Q4 		$13.2K Hold
39
– – 0.01% 262
2022
Q3 		$11K Hold
39
– – 0.01% 275
2022
Q2 		$11K Hold
39
– – 0.01% 269
2022
Q1 		$13K Hold
39
– – 0.01% 269
2021
Q4 		$15K Buy
+39
New +$15.4K 0.01% 288
2021
Q3 		– Sell
-200
Closed -$76K – 439
2021
Q2 		$76K Buy
+200
New +$71.6K 0.04% 163
2019
Q1 		– Sell
-2,228
Closed -$372K – 85
2018
Q4 		$372K Sell
2,228
-4,578
-67% -$924K 0.39% 53
2018
Q3 		$1.53M Sell
6,806
-188
-3% -$43.7K 1.13% 28
2018
Q2 		$1.54M Sell
6,994
-616
-8% -$147K 1.22% 28
2018
Q1 		$1.92M Buy
+7,610
New +$1.98M 2.1% 13

Other funds holding GS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

West Branch Capital's GS Position: Q3 2026 in Review

West Branch Capital increased its Goldman Sachs (GS) stake by 12% in Q3 2026, buying an estimated $174K and bringing the position to 1,593 shares worth $1.43M. The position accounts for 0.32% of the portfolio, ranked #44.

West Branch Capital first reported a position in GS in Q1 2018 and has held it in 21 quarters since. The position peaked at $1.92M in Q1 2018. 1,848 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • West Branch Capital held 1,593 shares of Goldman Sachs worth $1.43M as of Q3 2026.
  • West Branch Capital bought 170 Goldman Sachs shares in Q3 2026, an estimated $174K.
  • Goldman Sachs made up 0.32% of West Branch Capital's portfolio in Q3 2026, its #44 holding.
  • West Branch Capital first reported a position in Goldman Sachs in Q1 2018 and has held it in 21 quarters since.
  • West Branch Capital's Goldman Sachs position peaked at $1.92M in Q1 2018.
  • 1,848 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on West Branch Capital's 13F filing for Q3 2026, filed 20 Oct 2026.